LoanPro helps lenders organize files by sorting customer and loan documents into specific sections. These sections are fully customizable, providing the flexibility to manage records in a way that best fits your organization's needs. This article covers how to configure document sections for both customers and loans.

Customer document section 

To add, modify, or delete a customer document section, navigate to Settings > Customer > Labeling > Document Sections.

You can activate or inactivate an existing section by clicking the X icon. When a section is active, it appears as an available option in the Customer Manager. To edit an existing section, click the pencil icon to the right of the document section you want to edit. If you want to delete a section, select the trash can icon.

• Note: The trash can icon only appears if the section is active.

If you are adding a new section, click the ‘Add’ button in the top right corner. Enter the title of the new document section, then click ‘Save.' The new section then appears in the Customer Manager for a borrower associated with a loan account. 

Loan document section

The process of managing loan document sections is similar to managing customer document sections. To add, modify, or delete a loan document section, navigate to Settings > Loan > Labeling > Document Sections.

The control icons work the same way as those in the customer document section. Use X icon to activate or inactivate a section, the pencil icon to modify it, and the trach can icon to delete it.

If you want to add a new document section, click the ‘Add’ button and input it's name in the ‘Name’ field; there is 50-character limit for the name. After saving, the section appears in Servicing > Documents within an individual loan account.